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Bug #2422

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View Relationships[Share with us] - When sharing documents, if a team member isn't involved in a specific matter, then that particular matter name shouldn't be listed under the confidential row for that team member when they log in on Lauditor side

Added by Neela Chinnappa 3 months ago. Updated 3 months ago.

Status:
Feedback
Priority:
Normal
Assignee:
Start date:
04/02/2024
Due date:
% Done:

0%

Estimated time:

Description

Lauditor Information
Groups : Two Groups [Group A and Group B]
Client : One business client[Apollo Healthcare] has two different cases [Matter A and Matter B]
Team member : TM-A belongs to Group A and TM- B belongs to Group B
Access : TM- A is part of Matter A and TM- B is part of Matter B

Document sharing from Coffer or Content to Lauditor

1. Login the coffer connect or content coffer
2. Click on Relationships
3. Click on View Relationships
4. Click on Exchange Information - share by us
5. Select one document [named 'Doc- A] to share
6. In final page of sharing, select both matters 'Matter A and Matter B' from matters drop down
7. Click on share
8. Login the Lauditor with TM- A user
9. Click on Relationships
10. Click on Exchange Information - Share with us
11. Doc - A is listed there.
12. In Confidential row, Matter names are comma separated format. 'Matter B' should not be included in that list. But it appears.

When sharing documents, if a team member isn't involved in a specific matter, like Team Member A not being part of Matter B, then Matter B shouldn't be included under the confidential row for that team member when they log in on Lauditor side. But it appears in the confidential row

https://drive.google.com/file/d/18qCHB6M_BfHRNiOfiEu45kUouLHkE8D8/view?usp=drive_link

Actions #1

Updated by Neela Chinnappa 3 months ago

  • Subject changed from View Relationships[Share with us]-When sharing documents, if a team member isn't involved in a specific matter, then that particular matter name shouldn't be listed under the confidential row for that team member when they log in on Lauditor side to View Relationships[Share with us] - When sharing documents, if a team member isn't involved in a specific matter, then that particular matter name shouldn't be listed under the confidential row for that team member when they log in on Lauditor side
Actions #2

Updated by Neela Chinnappa 3 months ago

  • Description updated (diff)
Actions #3

Updated by akhila bs 3 months ago

  • Assignee set to muskan mathur
Actions #4

Updated by muskan mathur 3 months ago

no not possible it will show all the matters attached

Actions #5

Updated by muskan mathur 3 months ago

  • Status changed from New to Feedback
Actions #6

Updated by muskan mathur 3 months ago

  • Assignee changed from muskan mathur to akhila bs
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